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VectorVest 7

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VectorVest 7

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419 results found

  1. I need a printout of the current status of my portfolio -- including % gain or loss since investment. This should be all inclusive on one page (landscape style is OK)

    4 votes

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  2. People in reality take money out or deposit money into the portfolio. The current version 6 or 7 will change the Return On Investment (ROI) when adding or taking money from the Initial investment, regardlless of when the transaction was done, resulting in a skewed ROI. There should be an option to add or take money on a specific date so the ROI will be calculated accurately.

    4 votes

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  3. 4 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  4. I'd like to have the ability to see my portfolio performance on a custom time period as well as YTD. If you track a portfolio for several years, you want to see how you are doing in the current year or maybe current quarter.

    4 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  5. Allow user to define two dates in portfolio reporting to select performance of the portfolio

    4 votes

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  6. 4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  7. In VV7 put the Max Drawdown in the portfolio report as it is in the backtest Report

    4 votes

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  8. 4 votes

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  9. 4 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  10. Currently, the only data that can be imported using a CSV file into VV is to Watchlist. I would like to be able to import CSV data into Portfolio Manager, that has been originally exported from Vector Vest (Date and Time stamp, Details of the purchase, and historical pricing associated with the trade) into Portfolio Manager. If it can be exported, there should be some easy way to import it.

    Bob Turnbull, Burlington, Ontario

    3 votes

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  11. Portfolio Re-balancing can be an important aspect of portfolio management for longer term portfolios. Provide a portfolio re-balancing tool that will automatically generate transactions to adjust the portfolio to percentages defined by the user for each security.

    3 votes

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  12. Allow selection of more portfolio fields when exporting a portfolio to excel. System only allows export of company name and symbol when doing this:

    right click(in portfolio holdings)>>Export to .csv>>All Rows

    3 votes

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  13. I would like to receive email alerts on some portfolios that have the genius turned on but not on all of them. Right now we receive email notifications on all portfolios that have the genius turned on. Would be nice to differentiate which portfolios we want to have notifications and which ones we do not. The latter would be portfolios that we are just following but not trading.

    3 votes

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  14. Right now there is no way to know when you are nearing your ProfitLocker stop. It's not graphed out on a graph, nor is it available as just a parameter dollar value. A graphed indicator within a stock's graph would be best, but a single ProfitLocker stop value in the Graph Control Panel would be better than nothing.

    Right now we fly blind with ProfitLocker, until it hits us upside the head with an sell alert out of nowhere. That's no way to "monitor" your stops. And $495 for Pro is too much, plus it has features that most of…

    3 votes

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  15. YTD Portfolio Performance needs to be added to the Portfolio Performance spreadsheet. You have % Gain/Loss, ARR, CROR so why can't you add YTD Gain/Loss without opening the View Summery Report in Reports? Many people have asked for this if you look at all the requests in Portfolio. Add all us up and move request to the top of the list. You already have the info in each individual portfolio report. It has to be an easy fix.

    3 votes

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  16. When a Profit Locker Stop is triggered and an email alert send to the user, it would be very helpful (and save calls to support) if the ACTUAL stop percentage used to trigger the sell were included in the email. e.g. If a 10% loss target had been tightened to, say, 6% it is not at all clear why the stop was triggered.

    This can be seen with Profit Locker Pro but for those who do not have the Pro version this would be very helpful.

    3 votes

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  17. I think the GENIUS is one of the best features in VectorVest.
    After I run my back tests, I convert the portfolio and turn the GENIUS ON to see how it will trade in the future.
    I need more than 10.
    Could we have 20 please?

    3 votes

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    2 comments  ·  Portfolios  ·  Admin →
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  18. I like the new feature "Portfolio Performance" and use it to compare my PaperTrading strategies before using 'the best' for real money transactions. My question: would it be possible to automatically open the actual portfolio by right clicking on the desired line within the list.

    3 votes

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  19. The profit locker using robotrader at times tell me sell a stock with less than 5% loss when the stop loss is set at 15%. Once it told me to sell and buy same stock after a loss.Is this correct?

    3 votes

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    under review  ·  1 comment  ·  Portfolios  ·  Admin →
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  20. I use Motif Investing as my broker. Motif allows customers to create "portfolios" of up to 30 issues for one commission ($9.95) regardless of how big or small the portfolios are. And they do this showing fractional shares down to the fourth decimal place. Being able to track performance of fractional shares is important to me making the VV Portfolio tab less than as good as it could be. To quote another request here, "I'd like my VV portfolio to match my brokerage account."

    3 votes

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